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If you’ve connected Xero, FikaTrade sends invoice data to Xero automatically. It’s important to understand exactly what this does and doesn’t do.

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When it happens

Sending an invoice to Xero happens automatically, immediately, as part of approving the order that invoice belongs to — the same moment the invoice is created in FikaTrade. There’s no scheduled or batched sync, and no manual “sync to Xero” button.

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What arrives in Xero

FikaTrade creates the invoice in Xero as a draft. FikaTrade never authorises or submits it on your behalf — it always arrives in Xero as a draft, for you to review and progress from Xero yourself if you use Xero for anything beyond record-keeping.

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This is one-way

FikaTrade sends invoice data to Xero — it doesn’t read anything back. Specifically:
  • Nothing you change directly in Xero flows back into FikaTrade.
  • Xero payment status isn’t synced back to FikaTrade — an invoice’s Paid status in FikaTrade only comes from FikaTrade’s own actions (collecting payment through FikaTrade, or selecting Mark as Paid), never from Xero.
  • Editing the underlying order (while the invoice is still a draft) does update the Xero invoice’s lines to match — this is FikaTrade pushing a change to Xero, not Xero syncing anything back.

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If it fails

If sending the invoice to Xero fails, approving the order fails at that point — see How invoices are created and Invoice and Xero troubleshooting. There’s no automatic background retry and no separate “retry sync” action; you’ll need to resolve the issue and approve the order again.

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Voiding

Voiding an invoice in FikaTrade also voids it in Xero, if it was sent there — see Void an invoice.